Peninsula Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,362 shares of VTEB stock, worth $217,969. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,362

Previous 4,387 0.57%

Holding current value

$217,969

Previous $219,000 1.37%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$49.93 - $51.15 $1,248 - $1,278	-25 Reduced 0.57%	4,362 $222,000
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $4,261 - $4,337	-86 Reduced 1.92%	4,387 $219,000
Q1 2024 May 30, 2024	BUY	$50.36 - $51.06 $225,260 - $228,391	4,473 New	4,473 $226,000
Q4 2023 Feb 14, 2024	SELL	$47.36 - $51.14 $130,003 - $140,379	-2,745 Reduced 33.5%	5,449 $278,000
Q3 2023 Nov 13, 2023	SELL	$48.03 - $50.5 $4,418 - $4,646	-92 Reduced 1.11%	8,194 $394,000
Q2 2023 Aug 14, 2023	SELL	$49.5 - $51.06 $46,827 - $48,302	-946 Reduced 10.25%	8,286 $416,000
Q1 2023 May 11, 2023	SELL	$49.32 - $51.02 $3,699 - $3,826	-75 Reduced 0.81%	9,232 $467,000
Q4 2022 Feb 10, 2023	BUY	$47.5 - $50.06 $1,330 - $1,401	28 Added 0.3%	9,307 $460,000
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $6,975 - $7,415	-145 Reduced 1.54%	9,279 $447,000
Q2 2022 Aug 08, 2022	SELL	$49.13 - $51.51 $10,562 - $11,074	-215 Reduced 2.23%	9,424 $470,000
Q1 2022 May 06, 2022	SELL	$51.44 - $54.88 $9,464 - $10,097	-184 Reduced 1.87%	9,639 $497,000
Q4 2021 Feb 04, 2022	SELL	$54.5 - $55.03 $13,897 - $14,032	-255 Reduced 2.53%	9,823 $539,000
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $551,972 - $560,236	10,078 New	10,078 $552,000
Q4 2020 Feb 10, 2021	SELL	$54.06 - $55.19 $350,579 - $357,907	-6,485 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$54.07 - $55.05 $34,334 - $34,956	-635 Reduced 8.92%	6,485 $353,000
Q2 2020 Aug 11, 2020	BUY	$51.64 - $54.14 $367,676 - $385,476	7,120 New	7,120 $385,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Peninsula Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History